TL;DR. AutoEntry is a Sage-owned cloud service that ingests bank statements, invoices, bills, and receipts and pushes them into Sage, Xero, or QuickBooks Online. You pay in credits, with plans that start around $13/month for 50 credits and climb to several hundred a month for high-volume tiers. PDF Bank Statement Converter is a native Mac app (with iPhone companion) focused only on bank statements, billed as an App Store subscription with a monthly page allowance instead of per-document credits. Files stay on your device while you browse and review. If you already live inside the Sage ecosystem and need one pipeline for statements plus invoices plus receipts, AutoEntry is the right tool. If you just want bank PDFs turned into clean spreadsheets on a Mac, the native app is cheaper and calmer.
At a glance
| Feature | PDF Bank Statement Converter | AutoEntry |
|---|---|---|
| Platform Our pick | Native macOS + iPhone / iPad app | Browser-based cloud service (Sage-owned) |
| Pricing model Our pick | App Store subscription tiered by pages/month · Mac and iPhone billed separately · no per-document or per-line credits | Credit-based subscription: from roughly $13/mo (50 credits) up to several hundred a month for high-volume tiers (check autoentry.com) |
| Scope | Bank statements only (single-purpose) | Bank statements + invoices + bills + receipts + sales orders |
| Accounting integrations | Export XLSX / CSV, import to any ledger | Direct push to Sage, Xero, QuickBooks Online |
| Export formats | XLSX, CSV, TSV, Markdown, XML, TXT (Mac); CSV, MD, TXT (iPhone) | Ledger push (primary); CSV export depending on plan |
| File handling Our pick | Files stay on your device during selection and review | PDFs uploaded to AutoEntry's cloud servers for processing |
| Mobile | Dedicated iPhone / iPad app | AutoEntry mobile app (for receipts / invoices) + browser |
| OCR for scanned PDFs | Yes | Yes |
| Account required | No — install and go | Yes — Sage account / AutoEntry signup required |
| Overage risk | None — no metered usage | Yes — heavy months burn credits fast, overage billed |
AutoEntry pricing is approximate and regional; Sage publishes the current credit plans on their site. Confirm before buying.
PDF Bank Statement Converter
Native Mac, page-based subscription, bank statements only
A dedicated converter for one job. You open the app on your Mac, drop in a PDF or a folder of them, review the extracted transactions side-by-side with the original, and export to whichever spreadsheet shape your bookkeeping uses. No counting credits, no wondering whether a 12-page statement costs 12 credits or 120. The iPhone app runs the same detection engine on mobile.
Strengths
- Monthly page allowance instead of per-document credits — no counting credits per line at statement time
- Files stay on your device while you select and review
- Six export formats on Mac, three on iPhone
- Native app — fast, Finder-integrated, no browser tab
- Matching iPhone / iPad app for mobile conversion
- No vendor lock-in — CSV / XLSX goes anywhere
Tradeoffs
- Bank statements only — no invoices, bills, or receipts
- No live push to Sage, Xero, or QuickBooks Online
- macOS and iOS only — no Windows build
- No multi-seat firm dashboard
AutoEntry
Sage-owned cloud service, credit-priced
AutoEntry is the document-capture arm of the Sage ecosystem. Upload a bank statement, invoice, receipt, or bill, and the platform extracts data and pushes it directly into Sage, Xero, or QuickBooks Online. Pricing works on credits — each document consumes credits based on its type and line count, and plans are sized by monthly credit budget. The appeal is the unified pipeline: one tool for everything a bookkeeper touches.
Strengths
- Unified pipeline for statements, invoices, bills, and receipts
- Direct push into Sage, Xero, and QuickBooks Online
- Multi-client firm workflows with role permissions
- Cross-platform — works on any OS with a browser
- Mobile capture for receipts and invoices on the go
Tradeoffs
- Credits can burn fast — long statements are expensive
- PDFs uploaded to Sage's cloud servers for processing
- Vendor lock-in to the Sage ecosystem
- Requires an account, login, and subscription
- Overage billing when you exceed your credit tier
- Not a native desktop app — always a browser experience
When AutoEntry wins
Some shops are the right shape for AutoEntry. It's the better choice when:
- You already run Sage, Xero, or QuickBooks Online as your ledger. The direct push into the ledger removes the import step entirely. That's genuinely easier than the CSV / XLSX path for high-frequency bookkeeping.
- You need one tool for statements plus invoices plus receipts. If you're a bookkeeper whose day is half bank statements and half bill processing, running one document pipeline is less friction than running two.
- You're a multi-seat firm with many clients. AutoEntry's client and team management was built for accountancy practices. A native Mac app is aimed at individuals, not firms.
- You're already paying for it. If AutoEntry is already in your budget for invoices and receipts, adding bank statements to the existing pipeline costs marginal credits, not a new subscription.
- You're on Windows or mixed OS. Our app is macOS and iOS only. AutoEntry doesn't care what OS you use.
When PDF Bank Statement Converter wins
The native app is the right pick when:
- You want a page allowance instead of per-document credits. Credit-based pricing punishes long statements — at roughly 3 credits per page, a 40-page business statement can chew through a meaningful chunk of a monthly credit budget in a single document. The App Store subscription is tiered by total pages per month, which smooths out unusually long statements as long as you stay inside your monthly allowance.
- Bank statements are the job. If you're not also capturing receipts and invoices through the same pipeline, AutoEntry's broad scope is paying for capability you don't use.
- You care about privacy posture. Many freelancers, solo accountants, and small businesses aren't comfortable uploading a year of bank activity to a Sage-owned cloud service. With the native app, files stay on your device while you select and review them — no accounts, no trackers, no resale of your statements.
- You don't want vendor lock-in. CSV / XLSX works with every ledger that exists — QuickBooks Online, Xero, Sage, Wave, FreeAgent, custom scripts, Excel. Direct pushes are convenient until you want to switch ledgers.
- You're on a Mac and want a real app. A native desktop window with side-by-side review beats a browser tab that needs a round trip to a server.
- You need the iPhone. Convert a statement from your phone's email inbox without touching a laptop or burning credits.
The credit math nobody mentions
AutoEntry's pricing is honest but the structure makes forecasting hard. A single bank statement doesn't cost "one credit" — it costs credits per page (about 3 per page, per AutoEntry's current pricing notes), so a small business with several multi-page accounts can burn through a mid-tier plan's monthly budget just on statements, not counting invoices or receipts. Overage stacks on top of that.
For that same workload, the native Mac app is a paid App Store download that keeps converting as long as it stays in your App Store library — no credit math. If your volume is steady and bank-statement-heavy, the economics diverge fast. If your volume is unpredictable and dominated by invoices or receipts, AutoEntry's unified pipeline wins back the margin.
Verdict
Pick by scope. If "everything that hits the ledger" runs through one cloud pipeline, AutoEntry is built for that. If bank statements are the actual job and you want a page-based subscription on a real Mac app, the native converter is the quieter, cheaper answer.
Download on the Mac App Store · iPhone & iPad on the App Store
FAQ
Is PDF Bank Statement Converter an AutoEntry alternative?
Yes — especially for Mac users who don't want a per-credit cloud service. AutoEntry charges credits per document (bank statement, invoice, or receipt). PDF Bank Statement Converter is a native Mac app billed as an App Store subscription with a monthly page allowance — no per-document or per-line credit math.
How does AutoEntry pricing work?
AutoEntry uses a credit-based subscription — starting from roughly $13/month for 50 credits and scaling up to several hundred dollars a month for the high-volume tiers. Bank statements are billed at roughly 3 credits per page, so a single multi-page statement can consume a big chunk of a small plan. Always check autoentry.com for current tier pricing. PDF Bank Statement Converter has no per-statement or per-page credit cost.
Does AutoEntry integrate with QuickBooks?
Yes — AutoEntry is Sage-owned and integrates directly with Sage, Xero, and QuickBooks Online. PDF Bank Statement Converter exports XLSX and CSV, which all three platforms accept via their bank data import flows, but there's no live push-to-ledger connection.
Is PDF Bank Statement Converter private?
Your PDFs stay on your device while you select and review them. A secure processing step structures the table output, and your original files are not stored on a server, resold, or used for model training. There are no accounts and no trackers.
Does PDF Bank Statement Converter also extract invoices and receipts?
No — it is a single-purpose bank-statement converter. AutoEntry covers invoices, bills, receipts, and bank statements in one unified cloud pipeline. If you need that combined scope under one subscription, AutoEntry is the better fit.
Related reading
- PDF Bank Statement Converter vs DocuClipper
- Bank statement to QuickBooks on Mac
- Best bank statement converter for Mac in 2026